Joel Beyer

Serving the Real Estate community by originating purchase and refinance mortgage loans. Helping Realtors build their businesses through co-branding and strategic partnerships. Consulting with home-owners and buyers to make good financial decisions - drawing on my past experiences in banking, financial managment, and lending.

Originated Refinance and Purchase mortgage loans for existing Chase customers. Assisted Personal Bankers with generating leads. Converted leads to originated loan transactions. Assisted processors with gathering conditions, running DU/LP, scheduling closing appointments.

VP Branch Manager of a mid-sized banking center. I oversee 11 people including tellers, sales and service associates, personal bankers, assistant manager, business banker, mortgage loan officer, and investment financial advisor. I am responsible for sales production and managing the branch profit and loss statement.

Sales and service to new and existing Chase customers: deposit accounts, mortgage, home equity loans, HELOCs, credit cards, mutual funds, annuities, and savings bonds.

Originated and Processed mortgage loans for Real Estate Investors in Colorado.

Gathered information for a complete loan file including: purchase contract, title insurance, appraisal, income, assets, hazard insurance, property tax verification, etc. Prepared loan file for underwriting, communicated with borrower and loan officer.

Business, Management